economy? where is it? >> the fed has been above consensus of everybody in where the economy is. >> but where is the strength? i feel better against europe and china. >> and oil and gas. >> and the unemployment numbers from those districts are amazing. >> and the housing and the ripple effect that you have pointed out from housing many times. >> and nordstroms. >> and autos doing pretty well. >> restoration hardware. and housing, we could use 2 million homes. you are right. you are right. i'm saying that if you are the fed and say 6.5% unemployment, we are not there. >> we are not there yet. but we may be getting there. taking a look at the futures. >> well, quickly, the banks, jim, that you said are the most impornt sector to keep an eye on, and they are lower this morning by a half percent. >>le with, people are not buying my rap on that stuff. banks are too high, and this guy who is a pop-off jamie dimon said that the rates he will do $2 billion more with the higher rates, but who is he? who